Despite a high valuation level, TSMC's predictable earnings growth and dominance in AI-related technologies provide the stock with plenty of upside potential.
The tariffs would ensnare cutting-edge smartphone and PC-related chips for Apple, AMD and Nvidia if enacted. But Trump is betting his plan will bring more chip production to the US.
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TSMC's leadership in semiconductor manufacturing remains strong, with continued demand for advanced chips in AI, Cloud, 5G, and robotics sectors. Read more here.
Taiwan's government has been swift to respond to the talk of huge tariffs by the recently inaugurated 47th president of the United States.
Taiwan Semiconductor Manufacturing Company (TSMC) has responded to President Trump's recent threats to implement trade tariffs on electronics.
TSMC manufactures more than 90% of the world’s most advanced logic chips, making it the world leader in semiconductor manufacturing. Back in 2020, it announced the creation of TSMC Arizona and an initial $12 billion commitment to building its first U.S.-located advanced fabrication plant in Phoenix.
TSMC's new U.S. plant is unlikely to get the most advanced chip technology before factories in Taiwan due to complex compliance issues, local construction regulations and various permitting requirements,
Macworld Are you saving up for a new Mac, iPhone, or iPad this year? You might need to save more money than you were planning, especially if you live in the U.S. That’s if President Trump’s plan to impose tariffs on computer chips goes into effect.
Taiwan promises to support chip industry amid US tariff threats. Taiwan's trade surplus with US surged 83% in 2024, with exports reaching $111.4B.
How big a financial hit would Apple and its Taiwanese chip making partner TSMC take if and when U.S. President Donald Trump's proposed tariffs take effect?